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1,991 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 817 increasing their positions, 902 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $3.88B | Put options by funds: $2.84B

23% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 71

4% more capital invested

Capital invested by funds: $237B → $246B (+$9.01B)

0% more funds holding

Funds holding: 1,9881,991 (+3)

9% less repeat investments, than reductions

Existing positions increased: 817 | Existing positions reduced: 902

8% less funds holding in top 10

Funds holding in top 10: 649599 (-50)

Holders
1,991
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.2%
Holding in Top 10
599
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.7%
% of All Funds
17.21%
New
87
Increased
817
Reduced
902
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1476
Highbridge Capital Management
New York
$1.55M +$1.51M +37,244 New
MGIA
1477
Moneta Group Investment Advisors
Missouri
$1.55M +$19.2K +475 +1%
BAM
1478
Burnham Asset Management
New York
$1.54M +$1.21K +30 +0.1%
LNC
1479
Lincoln National Corp
Pennsylvania
$1.54M +$153K +3,784 +11%
ACH
1480
ArrowMark Colorado Holdings
Colorado
$1.53M
CPS
1481
Counsel Portfolio Services
Ontario, Canada
$1.53M -$838K -20,700 -36%
SOAMC
1482
Spirit of America Management Corp
New York
$1.52M +$80.9K +2,000 +6%
TBNY
1483
Trustco Bank (New York)
New York
$1.51M -$10.1K -250 -0.7%
EA
1484
Emerald Advisers
Pennsylvania
$1.5M -$179K -4,424 -11%
TFF
1485
Timothy F. Fidgeon
$1.5M -$499K -12,319 -25%
MCM
1486
Moore Capital Management
New York
$1.5M +$42.4K +1,048 +3%
BDF
1487
Balasa Dinverno & Foltz
$1.5M +$7.45K +184 +0.5%
AHS
1488
Aspiriant Holdings S3
California
$1.5M +$12.5K +309 +0.9%
MC
1489
Middleton & Co
Massachusetts
$1.49M +$784K +19,365 +119%
IMS
1490
Index Management Solutions
Pennsylvania
$1.48M +$191K +4,707 +15%
KCP
1491
KDI Capital Partners
North Carolina
$1.47M -$2.02M -50,000 -59%
KCM
1492
KSA Capital Management
New Jersey
$1.46M
TCOO
1493
Trust Company of Oklahoma
Oklahoma
$1.45M +$23.7K +585 +2%
DD
1494
Dominick & Dominick
New York
$1.45M +$68K +1,679 +5%
RC
1495
Roundview Capital
New Jersey
$1.45M +$23.5K +581 +2%
SAS
1496
Spectrum Advisory Services
Georgia
$1.44M +$20.2K +500 +1%
MCM
1497
MAI Capital Management
Ohio
$1.44M -$273K -6,744 -16%
KS
1498
Karpas Strategies
Connecticut
$1.44M +$1.29K +32 +0.1%
FHC
1499
First Heartland Consultants
Missouri
$1.44M +$15.1K +374 +1%
State Farm Mutual Automobile Insurance
1500
State Farm Mutual Automobile Insurance
Illinois
$1.44M

MSFT Hedge Fund Activity: Q2 2014 in Review

1,991 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2014, worth a combined $246B — up 3.8% from $237B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MSFT positions and 71 closed out — a net gain of 16 holders — while 817 added to existing stakes and 902 trimmed.

The largest buyer was Norges Bank, adding an estimated $2.54B. The largest seller was Macquarie Group, cutting an estimated $768M.

  • 1,991 institutional investors held Microsoft (MSFT) as of Q2 2014, up from 1,988 in Q1 2014.
  • Funds reported $246B of Microsoft stock for Q2 2014, up 3.8% quarter-over-quarter.
  • 87 funds opened new Microsoft positions in Q2 2014 and 71 closed out, a net change of +16 holders.
  • The largest Microsoft buyer in Q2 2014 was Norges Bank, an estimated $2.54B added.
  • The largest Microsoft seller in Q2 2014 was Macquarie Group, an estimated $768M sold.

Based on aggregated 13F filings for Q2 2014.